SAG
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SageView Advisory Group’s Terex TEX Stock Holding History

SageView Advisory Group’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$36.9K Buy
+691
New +$34.9K ﹤0.01% 1200

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's TEX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Terex (TEX) in Q4 2025: 691 shares worth $36.9K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings.

355 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • SageView Advisory Group held 691 shares of Terex worth $36.9K as of Q4 2025.
  • Terex was a new SageView Advisory Group position in Q4 2025.
  • Terex made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1200 holding.
  • 355 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.